Financial Solutions Sales & Service Manager jobs in United States
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First Commonwealth Bank · 18 hours ago

Financial Solutions Sales & Service Manager

First Commonwealth Bank is committed to improving the financial lives of its neighbors and their businesses. The Financial Solutions Sales & Service Manager will lead a Financial Solutions Center, focusing on customer experience, relationship building, and team development while driving consumer sales and operational excellence.

Banking

Responsibilities

Deepen Consumer Relationships – 30% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities: a. Stay connected with customers through onboarding and outbound calling b. Achieve assigned outbound calling expectations c. Generate consistent and meaningful appointments weekly including prospects d. Identify partner referrals by asking purposeful questions e. Uncover consumer lending opportunities, with an emphasis on real estate secured
Grow Consumer Relationships – 30% of your time will be spent establishing and growing consumer relationships through the following activities: a. Manage your assigned Top 500 b. Ask for referrals from your existing customers, thanking them and following up with them; advocate for the Refer-A-Friend program c. Utilize marketing campaigns to inform customers about our products d. Use effective research, tools and techniques for prospecting e. Champion Line Leadership and lead by example using our BUILD conversation framework f. Own partner relationships
Developing Your Team and Yourself – 25% of your time will be spent ensuring that you and your team are engaging in the right activities to drive growth, both in balance sheets and in yourselves. This will happen by engaging in the following activities: a. Take ownership of your own development b. Assist employees with their Pathways progression c. Provide on-going formal and on the spot coaching d. Attract, acquire, retain and develop talent e. Demonstrate and role play with team members regularly f. Assign individual goals in collaboration with your BMBB g. Celebrate everyone’s accomplishments and successes
Manage Operations and Compliance – 15% of your time will be spent ensuring your office is a well-oiled machine. You will do this by: a. Always being dedicated to protecting the privacy and security of our customers b. Oversee proper completion of all account opening and loan documents, and transaction processing c. Manage NSF/OD and other fee retention by ensuring the team is having the right conversation d. Oversee proper cash handling, teller differences and dual control guidelines; managing internal controls; e. Delegate and oversee responsibilities for others to learn internal controls
Customer Experience – every day, every customer, every interaction you will always have the following at the top of your mind: a. Live our Mission and Core Values b. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes c. Increase the sales effectiveness and efficiency of your team by championing BUILD, the 8 step sales process and conducting consistent outbound calling d. Promptly follow-through and ensure you are the single contact for problem resolution e. Follow the “One to say YES, two to say NO” rule f. Maintain the highest standard of conduct

Qualification

Customer-centric sales experienceTeam developmentFinancial solutions knowledgeTechnologically savvyCommunication skillsSolutions-based sales skillsProfessionalismResourcefulnessRelationship-building skills

Required

An associate's degree or equivalent experience
Three (3) or more years of relevant experience in a customer-centric sales environment with a proven track record of leading, exceeding assigned goals, and developing talent
Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment
Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems)
Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
A valid driver's license and local and/or regional travel required

Company

First Commonwealth Bank

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We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees.

Funding

Current Stage
Public Company
Total Funding
unknown
1992-06-10IPO

Leadership Team

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Brook McGinnis
SVP / Senior Product Group Manager - Digital Banking and Payments
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Linda Metzmaier
SVP, Chief Compliance Officer
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Company data provided by crunchbase